Investment Q&A

Q: Greetings 5i,

USO. Are there any hidden costs in carrying this over several months to a year? Decay?

Cheers!

Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine

Q: Hi team,
What is your current view on this company? It has had excellent drilling success, pays a 5% annual dividend, has it's debt level under control.I am thinking long term, that is three years. Do you think that their shares are undervalued and would it be appropriate to add for a long term, three year time horizon?
Many thanks,
Jean

Q: Since March 20 TOU has risen around 6.50 I believe to the price today of 12.60.Anything new or is it just finally being accepted as a good future investment with nice Dividend. I know the market can change in hurry.What is 5i great crysbal showing for the next year.Dividend still safe. Will they be in buyers of companies that meet their type of business.

Q: do you know this company.
it keeps ripping higher everyday.
would you buy it.
dave

Q: Price of Oil
What happens on the futures market if one want to buy/sell an option when the price is negative?

Q: They recently announced that there will be shifting 20% of their investments to future contracts that expire 2 months out, how do you see this effecting how the etf reacts to oil prices. I have invested in this fund recently to play the oil recovery over the next year or so, should i shift my approach to this investment?

Q: Hi 5I team,

Is there a way to buy call option on crude oil price rather than play inverses ETF?

Thank you,

Q: What are the chances of the current economic turmoil leading to Debt Crisis and / Mortgage crisis.

Q: I ran across this company by pure chance. Other rating sites describe this company as having "excellent growth potential with flawless balance sheet". What is your perspective? Am I "behind the times" by finding its Pink Sheet status problematic?

Q: Hi 5i , Thanks for all the recent guidance on stock picks in your flash report.
I read an article stating that Cruise booking for 2021 is already 40% more than 2019 bookings.
My question is which of the cruise companies have least dept and in a position to survive this downturn.

Q: Hi Peter and Ryan.
I am not surprised that the stock market (especially in the US) rebound nicely. However, I have deep concern that the US is going reopen its Economy quickly. I think they will make the Economy worse if they reopen too early without mitigation plans. (e.g. testing, isolation, tracking for broader population). I also concerned about the magnitude of QE everywhere in the world. I am NOT a fan of gold. I don't believe its value. The bond yield is historical low and next to negative. I feel there is nothing I can invest safely. I would like to place 30% of my retirement fund into something safe with a long term growth that can beat inflation at least. I feel I am stuck with the stock market. What is your opinion?

Q: Good Evening
RATE RESET PREFERRED SHARES
The interest rate on rate reset preferred shares is set every five years by adding to the spread the interest rate of the 5 years Canadian government bond.
What happens if the the 5 years government bond is set at a negative rate?
For instance, the interest rate spread on BAM.PR.Z is 2.96%.
On December 31, 2022 a new interest rate will be set for BAM.PR.Z. Lets assume that the interest rate on the 5 years Government bond is negative on December 31, 2022 at -.5 %.

Will the new rate on BAM.PR.Z be 2.46% (2.96 minus .5) or will be set at 2.96% ??
Thank you for your help during these difficult times.

Q: On April 17, HR.UN announced various responses to the current crisis (including credit facilities well in excess of its mortgage encumbrances), a distribution in line with its previous payouts, and deferred development projects. Do these argue for its keeping the dividend intact?

Q: 1) What is their burn rate? I can't seem to find.
2) Am i correct in seeing that they are net cash 200m?
3) Aren't these companies at a significant advantage? They have essentially been short the market... and being short the loyalty market puts them at an incredibly advantageous position.

Q: When does CSU report and what are its expected earnings for the quarter?

Thanks for all your help, Bryan

Q: BNN issued report this morning shows Canopy sales have been increasing since March 16th. Would you view this as good opportunities to add some Weed stocks?

Thank you,

Q: You've mentioned Boyd as one of your favorites a number of times lately, and I'd like your reasoning. This doesn't appear to be a cheap stock, by any means, with a forward PE of 96 (G&M). Moreover it's in the business of servicing cars which are mostly in their garages and parking spots these days. Is this a forward view to next year, because I am expecting its next quarterly report to be absolutely dreadful.

Q: I am looking to begin to sell puts on the scarier parts of the US economy. Not the scariest, so no cruise lines, but airlines, entertainment, hospitality, automakers, restaurants would be fair game. I can't even look at Tesla and I know that LUV has been your preference among US airlines. Given that the chief criteria of this trade is that the company survive is LUV still your preferred recommendation among airlines? Can you recommend any other beaten down stocks in these sectors that you are reasonably sure will come through the other end of this, whenever that is. US listed companies only please due to option liquidity. Thank-you, once again, for all your sage advice!

Q: Good morning,

I saw you referenced either owning or liking Flir, Veoey, XYL, and Lazard in your questions section. Can you please briefly describe your thesis, with risk/reward scenario for each? Please feel free to charge however many question credits are appropriate.

Thanks in advance